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Adviser Hub all devices

Our state-of-the-art Adviser Hub

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Simple. Seamless. Secure.

To help you – and your clients – make the most of VitalityInvest, we’ve invested in a state-of-the-art  digital hub, created from scratch without the constraints of legacy systems. You can on-board and service your clients through our fast and secure interface that works seamlessly with all devices - desktops, smartphones or tablets. So now you can spend less time on client admin and more time helping your clients live longer, healthier, more financially secure lives with VitalityInvest. 

At the 2019 UK Schroders Platform Awards, our Adviser Hub was recognised for delivering superior service to both advisers and their clients, being Highly Commended for Best Use of Platform Technology.

Schroders best use of technology

With the VitalityInvest Adviser Hub, you can

✓ Easily onboard your clients with fast access to illustrations, applications and transfers. You can create an illustration in less than a minute with all supporting documents generated at the same time. 

✓ Show clients how our Boosters and Discounts can add value to their savings, with personalised illustrations and online calculators. 

✓ Create your own set of model portfolios and save them for new illustrations and applications. You can also easily edit, re-balance and move accounts between models. 

✓ Access all client documents online to quickly find what you need. Our upload functionality also allows you to securely send us supporting documentation. 

✓ Quickly find cross-sell opportunities for your existing VitalityHealth and VitalityLife clients with Smart Search. You can also use our search filters to devise your own campaigns. 
✓ Customise your experience using personalised dashboards, to help you manage your clients’ plans, according to what’s most important to you. 

✓ Stay fully updated with your client cases, with a suite of notifications and mobile messaging. 

Get real-time interactive statements for easy tracking of investment performance and plan transactions. You can also produce regular reports to share with your clients.

What advisers are saying

  • Craig Fowler, Truly Online

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    The Adviser Hub is easy to use, seamless and makes life so much easier. When you do an illustration or application, you get all the documents you need in one place without having to search for anything. Everything is at a click of a button.

  • Richard Bethell, Prosper Financial Solutions Ltd

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    As a recently qualified adviser the prospect of using new systems and software seemed quite daunting! However, after a quick run through of the VitalityInvest platform with my BDM I found the system extremely user friendly and well set up. Getting quotes and projections are straightforward and submitting cases pretty simple.

Calculator and Tools

We also have a comprehensive range of calculators and tools 
  • LiveWell Financial Planner 
  • Retirement Modeller 
  • Carry-Forward Calculator 
  • Investment Booster Calculator 
  • Retirement Booster Calculator 
  • Fund tools 
  • Risk Profiler 
  • Morningstar Fund tools 

A Member Zone for your clients 

Gives your clients instant access to view their plans and show the value you provide at-a-glance online. You can decide how much control they have to manage their plan online, for example permission to trade, top-up and withdraw on their own account. 
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Lines are open (freephone)
Monday to Thursday: 8am - 9pm
Friday: 8am - 7pm
Saturday: 9am - 5pm
Sunday: closed

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